BUSINESS
Chart of the Day | Sharp earnings cuts to drag Indian equity markets lower
The increase in divergence between Bloomberg consensus estimates for FY2025 and bottom up Nifty estimate shows lack of confidence on prospects of upgrades in the near term
BUSINESS
DLF cashing in on demand for luxury property
DLF scores over its peers as it has turned cash flow positive in both business segments -- residential and commercial
BUSINESS
Moneycontrol Pro Panorama | Will supply additions sour long-term profits of hotels?
For Moneycontrol's Pro Panorama October 25 edition: Markets unable to regain lost ground, transition in tech and energy will fuel copper demand, balancing investment returns and core values, Germany is India’s gateway to European integration, and more
BUSINESS
Road developers set to gain from NHAI’s asset monetisation push
Monetising road assets through TOT and the rising FASTag collections could help garner funds for NHAI’s new projects
BUSINESS
Chart of the Day | Hotel room supply to tilt towards midscale economy segment
The pan-India increase in average room rate has gone up in the last two years in US dollar terms, but it is still 50 per cent lower than that of FY2008
BUSINESS
Expensive Orient Cement buyout will boost Ambuja’s operational efficiencies
The deal valued at $114/tonne gives Ambuja the much needed clinker capacity, limestone reserves, and a greater presence in the southern cement market
INTERVIEW
We will not sacrifice profitability for market share: Shenu Agarwal, MD and CEO, Ashok Leyland
Higher interest rates do make vehicle financing more expensive, impacting the purchasing power of fleet owners and small businesses, says the CEO
BUSINESS
Moneycontrol Pro Panorama | Ratan Tata: India's torchbearer of globalisation
In today's edition of Pro Panorama: Tata's enduring legacy, case for a rate cut, advantage logistics, India's growth curve and more
BUSINESS
We expect GDP growth rate to slow to 6.1 percent in FY2025: Nikhil Gupta, chief economist, Motilal Oswal Financial Services
The gap in the K-shaped recovery in consumption is narrowing even as real consumption growth is on the upward trajectory
BUSINESS
Chart of the Day: What is the Mcap-to-GDP ratio signalling about equity valuations?
The ratio is close to highs scaled in December 2007 just prior to the unfolding of the Global Financial Crisis
BUSINESS
As JLR’s sales hit the skids, is an earnings downgrade imminent for Tata Motors?
Apart from supply issues at JLR, global car demand is slowing even as Tata Motors is faced with moderation in CV and PV sales in the domestic market
BUSINESS
Moneycontrol Pro Panorama | Are equity markets getting immune to geopolitical shocks?
In Moneycontrol Pro Panorama October 3 edition: India’s pharma sector has failed consumers, Middle East's quest for peace, Ukraine’s victory plan has nothing to talk about, India needs to reduce high logistics cost, and more
BUSINESS
Chart of the Day | Need to reduce India’s high logistics costs
India’s high logistics cost, when compared with other countries, is due to the high modal mix skewed towards road transport, which is expensive
BUSINESS
Will it be a festive season sans cheer for automakers?
Peaking of urban demand, waning of revenge spending and elevated inventories with moderating sales in recent months portray a dull festive season for autos
BUSINESS
Moneycontrol Pro Panorama | Betting on India's power sector boom
Moneycontrol Pro Panorama September 26 edition: Factors behind gold bull rally, more credit card woes for banks anticipated, hardest workers in India are from these two UTs, India's quest for job prosperity continues, and more
BUSINESS
OYO’s Motel 6 acquisition adds global visibility, but what’s with its IPO plans?
Blackstone’s exit from Motel 6 rewards its investors handsomely but will the deal add heft to OYO’s valuations that have seen significant erosion since the pandemic?
BUSINESS
Moneycontrol Pro Panorama | Takeaways from Jerome Powell’s bold 50 bps rate cut
In Moneycontrol's Pro Panorama September 19 edition: Strengthened group audits could benefit investors, Bajaj Auto’s market share expands but will margins follow, SME IPO returns losing momentum, geopolitical rivalries reshape natural gas dynamics, and more
BUSINESS
Chart of the Day | Are SME IPO returns showing signs of fatigue?
Reports about the market regulator intending to issue stringent guidelines following laxities by auditors, merchant bankers and the bourses, may have put investors on guard
BUSINESS
Bajaj Auto’s market share expands, will margins follow?
Unfortunately, two export regions for the company- Nigeria and Bangladesh- are under pressure, and that could cap margin expansion
BUSINESS
Weak order visibility deepens potholes for road construction companies
The recent Cabinet decision not approving BMP-I cost escalation and funds for MoRTH highways development plan raises concerns on future order flows for road developers
BUSINESS
Moneycontrol Pro Panorama | PM E-DRIVE scheme is FAME-II with a twist
In September 12 edition of Moneycontrol Pro Panorama: FMCG sales growth faces a big risk, what AI's impact means for investors, mutual funds hog the limelight in equity flows, a battle of proxies in J&K elections, and more
BUSINESS
Why is there optimism in commercial vehicle firms in spite of declining sales?
With better utilisation of fleet and regulatory concerns behind them, there should be replacement of vehicles over the medium term
BUSINESS
Moneycontrol Pro Panorama | Time for a reality check in equity markets?
In this September 5 edition of Moneycontrol Pro Panorama: IBC cuts leave banks gasping, unchecked climate finance rules give rise to new predators, large pharma companies see record US sales, J&K polls a tough challenge for BJP, and more
BUSINESS
Chart of the Day | How India’s fintech revolution powered digital transactions
Within UPI, Phone Pe and Google Pay bite off a major chunk of the market with 51 and 35 per cent share, respectively
